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Atlas Financial Advisors

Latest statistics and disclosures from Atlas Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, HYG, QQQ, ZROZ, COWZ, and represent 67.02% of Atlas Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: HYG (+$5.4M), BBBL, COWZ, BBBI, HYSA, SCHP, BBBS, VBR, XSMO, CORN.
Started 17 new stock positions in LOW, AUSF, WU, CORN, COM, BBBS, VO, XEMD, TAXX, BBBI. BBBL, HYSA, SCHP, VBR, IPKW, XSMO, OXY.
Reduced shares in these 10 stocks: IEF (-$6.4M), ZROZ, SPY, Wk Kellogg, EL, QQQ, BUYW, TLT, SVOL, .
Sold out of its positions in DLR, FBTC, HBI, IEF, KHC, EL, BUYW, CALF, SEE, SVOL. WEAT, SMH, Wk Kellogg.
Atlas Financial Advisors was a net buyer of stock by $3.1M.
Atlas Financial Advisors has $64M in assets under management (AUM), dropping by 1.23%.
Central Index Key (CIK): 0001924030

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Portfolio Holdings for Atlas Financial Advisors

Atlas Financial Advisors holds 40 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	23.1	$15M	-6%	25k	586.07	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	17.9	$12M	+89%	146k	78.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.4	$6.7M	-8%	13k	511.21	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	10.2	$6.5M	-17%	95k	68.62	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	5.3	$3.4M	+139%	60k	56.48	View chart
Bondbloxx Etf Trust Bbb Rated 10 Ye (BBBL)	3.4	$2.2M	NEW	45k	47.82	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.2	$2.0M	-20%	23k	87.33	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	2.3	$1.5M	-3%	58k	25.45	View chart
Bondbloxx Etf Trust Bbb Rated 5 10 Y (BBBI)	2.2	$1.4M	NEW	28k	50.04	View chart
Bondbloxx Etf Trust Usd High Yield B (HYSA)	1.5	$989k	NEW	66k	14.95	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.4	$868k	NEW	34k	25.83	View chart
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)	1.3	$820k	NEW	16k	50.52	View chart
Direxion Shs Etf Tr Daily 20+ Year T (TMF)	1.1	$694k		17k	39.97	View chart
Spdr Ser Tr Aerospace Def (XAR)	1.1	$689k	+16%	4.2k	165.82	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$682k	-5%	2.8k	242.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$678k	+370%	24k	27.87	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$676k	NEW	3.4k	198.18	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.0	$663k	NEW	10k	66.11	View chart
Teucrium Commodity Tr Corn Fd Shs (CORN)	1.0	$622k	NEW	33k	18.77	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.9	$570k	+6%	5.7k	99.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$523k	+251%	19k	27.32	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.8	$516k	NEW	13k	39.71	View chart
Microsoft Corporation (MSFT)	0.7	$447k	-39%	1.1k	421.50	View chart
NVIDIA Corporation (NVDA)	0.7	$417k	+2%	3.1k	134.29	View chart
Vanguard World Health Car Etf (VHT)	0.6	$381k	+17%	1.5k	253.69	View chart
Realty Income (O)	0.6	$360k	+88%	6.7k	53.41	View chart
Apple (AAPL)	0.6	$360k	-49%	1.4k	250.45	View chart
Bondbloxx Etf Trust Jp Morgan Usd Em (XEMD)	0.6	$359k	NEW	8.6k	41.67	View chart
Lowe's Companies (LOW)	0.5	$342k	NEW	1.4k	246.80	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.5	$332k	NEW	6.6k	50.37	View chart
Amazon (AMZN)	0.5	$289k	-54%	1.3k	219.39	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.4	$265k	+2%	1.1k	248.45	View chart
Costco Wholesale Corporation (COST)	0.4	$264k	-56%	288.00	916.27	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.4	$252k	NEW	8.9k	28.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$229k	NEW	867.00	264.13	View chart
Home Depot (HD)	0.3	$205k		528.00	388.99	View chart
Global X Fds Adaptive Us (AUSF)	0.3	$203k	NEW	4.8k	42.00	View chart
Occidental Petroleum Corporation (OXY)	0.3	$203k	NEW	4.1k	49.41	View chart
Western Union Company (WU)	0.2	$129k	NEW	12k	10.60	View chart
Lithium Americas Argentina C Com Shs (LAAC)	0.1	$47k		18k	2.62	View chart

Past Filings by Atlas Financial Advisors

SEC 13F filings are viewable for Atlas Financial Advisors going back to 2021

Atlas Financial Advisors 2024 Q4 filed April 17, 2025
Atlas Financial Advisors 2024 Q3 filed Oct. 28, 2024
Atlas Financial Advisors 2024 Q2 filed Aug. 5, 2024
Atlas Financial Advisors 2024 Q1 filed May 13, 2024
Atlas Financial Advisors 2023 Q4 filed Feb. 12, 2024
Atlas Financial Advisors 2023 Q3 filed Oct. 11, 2023
Atlas Financial Advisors 2023 Q2 filed July 17, 2023
Atlas Financial Advisors 2023 Q1 filed April 25, 2023
Atlas Financial Advisors 2022 Q4 filed Jan. 24, 2023
Atlas Financial Advisors 2022 Q3 filed Oct. 19, 2022
Atlas Financial Advisors 2022 Q2 filed July 25, 2022
Atlas Financial Advisors 2022 Q1 restated filed April 27, 2022
Atlas Financial Advisors 2022 Q1 filed April 20, 2022
Atlas Financial Advisors 2021 Q4 filed April 20, 2022

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